401(k) · DOL Form 5500 · 2023

Strat Property Management, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
192
Participants Below avg headcount
31st
Percentile by assets National rank
$10,966
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Strat Property Mgmt Retirement Svgs Plan · Sponsored by Strat Property Management, Inc. · California · Real Estate

$2M in assets, 192 participants

Strat Property Management, Inc.'s Strat Property Mgmt Retirement Svgs Plan reported $2M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,394 in Real Estate (4,727 peers)

Coverage in California

Strat Property Mgmt Retirement Svgs Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,394
in Real Estate (4,727 peers)
+40.8%
assets growth YoY

Strat Property Mgmt Retirement Svgs Plan among the smaller filed plans by assets

Strat Property Mgmt Retirement Svgs Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,105,507 31st percentile higher than 31% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Strat Property Mgmt Retirement Svgs Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Strat Property Mgmt Retirement Svgs Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Strat Property Mgmt Retirement Svgs Plan reported net income rose from -$62K in the plan year 2022 filing to $610K in the plan year 2023 filing.
  • Strat Property Mgmt Retirement Svgs Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Strat Property Mgmt Retirement Svgs Plan reported participants rose from 163 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 273442011 · Strat Property Management, Inc. PY 2023 · 401(k)

Strat Property Mgmt Retirement Svgs Plan · $2M · 192 · 31st

  • EIN $2M
  • RANK 192
  • PHOTO 31st
  • IND 401(k)
  • EOY near The Reserve at Lake Keowee 401(k) Plan
  • 5500 ind #2394

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Real Estate retirement plans → · Plans in California →

Strat Property Mgmt Retirement Svgs Plan in the asset neighbourhood

Strat Property Mgmt Retirement Svgs PlanStrat Property Mgmt Retireme…$2MThe Reserve at Lake Keowee 401(k) PlanThe Reserve at Lake Keowee 4…$2MTurf Masters Lawncare 401(k) PlanTurf Masters Lawncare 401(k)…$2MMariner Select Retirement PlanMariner Select Retirement Pl…$2MHighland Park Emergency Center Retirement TrustHighland Park Emergency Cent…$2M
End-of-year total assets ($M) among Strat Property Mgmt Retirement Svgs Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$610K
Employer EIN273442011
Plan Effective Date2016-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Strat Property Management, Inc.)

Sponsor-wide plan assets over time

All Strat Property Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 90.07798476405682% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.5M $2.84M ▲ +89.3%
Year Plans Participants Total Assets
2022 1 163 $1M
2023 1 192 $2M
2024 1 188 $3M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Strat Property Mgmt Retirement Svgs Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Strat Property Mgmt Retirement Svgs Plan, Total assets ($B): 0.002105507 · Participants: 192Strat Property Mgmt Retirement Svgs PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Strat Property Mgmt Retirement Svgs Plan vs. nearby 401(k) plans in California, assets vs. participants

Strat Property Mgmt Retirement Svgs Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Reserve at Lake Keowee 401(k) Plan in SC ($2M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Strat Property Mgmt Retirement Svgs Plan assets move in 2023?
Strat Property Mgmt Retirement Svgs Plan surged - up 40.8% during 2023, from $1M to $2M. Reported net income was $610K.
How have Strat Property Management, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Strat Property Management, Inc.'s sponsor-wide assets grew 90.1%, from $1M to $3M.
Which 401(k) plans are similar in size to Strat Property Mgmt Retirement Svgs Plan?
Among 401(k) plans in other states, the closest by assets is The Reserve at Lake Keowee 401(k) Plan in SC ($2M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Strat Property Mgmt Retirement Svgs Plan?
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 participants, N/A in assets).